FCMC

Founders Capital Management (Connecticut) Portfolio holdings

AUM $639M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$829K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$819K
5
UNP icon
Union Pacific
UNP
+$700K

Top Sells

1
+$1.45M
2
+$446K
3
+$373K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$367K
5
INTC icon
Intel
INTC
+$358K

Sector Composition

1 Communication Services 27.17%
2 Financials 18.35%
3 Technology 14.6%
4 Industrials 13.96%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.22M 1.07%
53,240
-2,673
27
$3.9M 0.8%
24,864
-203
28
$3.55M 0.73%
22,926
29
$3.49M 0.72%
31,731
-126
30
$3.39M 0.7%
43,452
31
$3.09M 0.63%
83,635
+7,602
32
$3.08M 0.63%
2,556
-99
33
$2.92M 0.6%
9,759
34
$2.67M 0.55%
53,217
-7,130
35
$2.63M 0.54%
52,002
-555
36
$2.58M 0.53%
23,842
37
$2.06M 0.42%
15,002
-1,831
38
$1.78M 0.37%
15,835
39
$1.49M 0.31%
14,413
40
$1.39M 0.28%
1,159
+26
41
$1.33M 0.27%
32,090
-684
42
$1.04M 0.21%
2,995
43
$988K 0.2%
696
-2
44
$983K 0.2%
9,322
45
$936K 0.19%
6,389
46
$911K 0.19%
1,731
47
$870K 0.18%
76,407
48
$827K 0.17%
10,214
-1,419
49
$739K 0.15%
8,782
50
$697K 0.14%
2,326
1
2
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